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Ara Abajian, CFA®
Wealth Management Advisor
Ara Abajian serves as Wealth Advisor at FirstSun Advisors where he works directly with the Managing Directors to maintain and build client relationships while cultivating business development activities. Committed to excellence, he provides foundational support for client experience, including investment implementation, financial planning solutions, presentations for clients and prospects, and asset allocation analysis.
As a Chartered Financial Analyst (CFA®), Ara stands on over 25 years of experience. Prior to FirstSun Advisors, he provided distinguished service at Round Hill, an asset management firm serving high net worth individuals. There, he fostered strong client relationships and focused on value-based investments.
Ara received his Bachelor of Arts in Economics, with minors in math and art history, from Occidental College. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the CFA® Society of Orange County.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.